We're not chasing returns. We try to eliminate risk and we believe that by doing so, the return will follow. If we know something is very undervalued, it doesn't matter how long it takes.

It's better to own the casino than being the gambler in the casino.

Everyone who has been identified as a close contact has been treated. Those people who are at risk are household contacts, like roommates or people who come in close contact with the person through kissing or sharing of food or drink.

We are looking at billions going out there. It will be certainly hundreds of millions of dollars at risk.

With all the risk out there, it will be too risky to go much bigger.

We remain confident GM will offer some assistance to Delphi, but bankruptcy risk cannot be ignored. We think GM would find it hard to justify not offering its struggling, former captive supplier, Delphi, some form of assistance.